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I have a request from a client to delete all “Canceled” Service ContractsI tried adding a delete button to the Service Contracts GI.This resulted with: Error: The record cannot be deleted. Different approach: I tested using a SQL DELETE in my local Acumatica instance database.to bulk delete all existing Service Contracts that have a status of “Canceled” DELETE FROM [FSServiceContract] WHERE Status = 'X'This appears to have deleted all the Service Contracts that have a Status of “Canceled”, which is what the customer wants. Note: This SQL approach does bypass business rules in this module. Question: Is there a better (preferred) approach to deleting Service Contracts that have a Status of “Canceled”?My customer requests:Bulk delete all of the Service Contracts that have a status of “Canceled”. Give them the ability to delete Service Contracts that have a status of “Canceled” on their own.Thank you in advance.Ken Severud
Hello,I need to use an import scenario to add contacts to existing vendors.I am only adding “LAST NAME” and “EMAIL ADDRESS” for each vendor contact.My import scenario into the Contacts screen works without error.However, only the last contact in my data provider is actually added into Acumatica.I believe this has to do with the lines at the beginning with the (-1) that Acumatica normally adds automatically when you create a new import scenario. It did not add those lines when I created this import scenario.Again, the import scenario says it processed all records and shows no errors. However, only the last contact shows in Acumatica.
We are experiencing integration error regarding Tax Detail ID’s between Celigo and Acumatica. It seems that Acumatica cannot find a match for the Tax Detail ID being passed from Celigo which is causing the errors. This has been working fine for the past 2 years and the issues started in early to mid April. Celigo and Acumatica claim that there have been no changes made on either side to cause this to stop working.Is anyone experiencing this as well?
Hi, I’m Josyanne Chambers, Director of Business Opportunities Brokers Inc (BOBInc). Our company specializes in IT Consulting and Recruiting & Staffing, and our recommended solutions are in the Enterprise Resource Planning (ERP) and Corporate Performance Management (CPM) categories. We have just made to step to join the Acumatica family and we are looking forward to growing with them.
Hello,I have a SOLine custom field with PXSelector, how can I rename the column Customer Price Class to Price Code inside the selector? In Sales Price screen (not customized), its name was Price Code. I already tried using ARSalesPrice.priceCode in the code, but it shows empty value. Here’s my code,
I was wondering if there’s a way to create a matrix of Environmental Handling Fee being added to the Sales Order (or Sales Invoice) when certain Stock Items are selected based on the State value of the Shipping Address.Tried with fixed tax (doesn’t work for Qty other than 1) without a success.Pointing to a certain direction in setting such functionality would be gratly appreciated. Mike
Just to preface, I am self-teaching on Import Scenarios for the most part, and I don’t have a lot of experience with them yet. This is around the third Import Scenario I have built from scratch, and it has one complicated part I am really having trouble getting right. Now on to the problem:I have some Stock Items that I want to make default a certain vendor. The vendor is already on the Stock Items, I just want to use Import Scenarios to check the default box for that specific vendor. There are multiple vendors on these items, so I need the Import Scenario to choose the line that vendor is already on and check that lines box for the default. I have set it up a ton of different ways, and I can get it to check the box, but it always checks the box on the first vendor in the list. Alternatively, the way I have it set up at the moment is giving an error about adding a duplicate line. Screen shots below. If any other info would help just let me know. Stock Item Vendor List: I have cut the e
While trying to clean-up books, cannot get journal transactions booked to cash account with different subaccounts than defined on cash account. Read that cash account is one-to-one relationship with subaccount, so saw that solution may be to create new cash accounts with the not defined subaccount to clean-up, but concerned that cash account configuration has not changed yet we have transactions that are said to be impossible and are now erroring after upgrade to 2021R2. How could this have happened?
I am looking for a report that can show all union deductions and hours for all union employees for a specific time period(normally by month) to generate for employee dues payments.Wondering if anyone has created such report. I have three different unions that I need to report employee hrs and deductions/contributions per month. Is this something I can create with a GI?would want totals by employee and by deduction/contribution.
When the client exports a PDF for Purchase Orders and SO Invoices, they do not get the order number in the file. When I do it on my computer, I get the order numbers. How can this be fixed for them?My export: Client’s export: We are exporting the same way and in the same browsers.
Hi everyone. It seems we get a decent amount of orders where the ship-to addresses are incomplete. That causes to notify CS. Then CS digs around by either finding a previous order or reaching out to the customer.Then we'll be sure to edit the customer account in acu/bigc. Just slows the process down in general.It's been discovered these only have a street number.We think it has to do with the customer using an autofill feature (browsers unknown), but not selecting the full address choice. Maybe just hitting Enter and moving on quickly. Just a theory.Any thoughts?Thank you.
We need an generic inquiry that will show users statuses of their PO Requests all the way up to related PO Receipts.Please help us to link the Request Line table to Requisition Line table.There is a button on the Requests screen that will open up the Requisition detail. What fields should we use to link together Request Line to the related Requisition Line in the GI?Many thanks in advance!
The Email Notification Template for Sales Orders that is being pulled is not the one we have setup in our system. It was working fine around 2 months ago and no known changes were made. I have verified that the Report Settings under Sales Order Preferences is set to the correct notification template and is “Active”. None of the notification templates that we have setup regarding Sales Orders use the wording that is pulling up now. It is not a customer specific issue - it is happening across the board. Any other ideas of where I can look to get this fixed?
Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step. Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion.
We have parts that we need to inspect on receipt before they can be sold. We have an inventory location that we receive to that does not allow sales (issues). We would like to create a production order to inspect these items but cannot issue them from the receipt location to a production order. Any ideas on a better approach to handle incoming inspections, including scheduling and prioritizing the inspections?
We are a retailer who use the Distribution and Ecommerce modules. We have implemented a leasing program where customers can lease the product vs. buying outright. In this scenario, we ship the product to the customer and then “transfer” the inventory to a virtual warehouse so that we can account for it. We started using the TR order type but this is very cumbersome. Are there others who are leasing products to their customers and if so, how do you track it? We have looked at LeaseQuery, but it is not the right solution because they are more for if we were leasing the product for our use. TIA
I was wondering if anyone can help me look behind the scenes and figure out if the Notes on the payment application is tied to any other record?We would like for it to be tied directly to the invoice itself, so notes on the invoice appear on the line item in the payment record. However, the note field on the payment does not appear to be tied to the invoice, the line item on the invoice, the journal transaction, or anything else that I can see. Any thoughts or help on this would be much appreciated!! Notes in question are highlighted in redSee notes active here that do not pass through to the payment
I am fetchig data from the DB. And I to show a read-only field in a shipment screen.var worksheet = from p in graph.Select<SOPickingWorksheet>() join q in graph.Select<SOPickingWorksheetShipment>() on p.WorksheetNbr equals q.WorksheetNbr where q.ShipmentNbr == row.ShipmentNbr select p; SOPickingWorksheet tempWrksheet = worksheet.FirstOrDefault(); SOPickingWorksheetExt worksheetExt = tempWrksheet.GetExtension<SOPickingWorksheetExt>();I am getting correct worksheet from the query but my worksheetExt variable does not have the value stored in DB table. Can anyone help me here. I am writing all of this code in SOShipmentEntry GraphExtension.
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